Our comments in brackets.
Primary Market Issuances in 2018. ( Issuances peaked out in 2017 )
Nifty Valuations – Using P-E for Non-Financial and P/B for Financial Companies. ( Interesting take on valuing Nifty.)
Indian Equities strongly correlated to S&P 500 !! ( More co-related to US than Asia)
Indias Contribution to World Market Cap – Higher than Average but lower than the highs.
Nifty EPS estimates – Motilal Oswal ( Estimates have been wrong through 2014-2018 for all brokers. Will it be finally right ? )
Emerging Market ETF Flows ( Is the tide finally turning for Inflows to India)
Market Cap Wise Performance in CY 18 – ( Huge divergence in large caps to broader market – Can it reverse in CY 19 )
The Power of Retail Investors ( 2019 will be the real test for Retail Behavior in MFs)
(Midcaps Premium to large caps finally reducing but still higher. )
Hotel Valuations around the World – Kotak